Client Resources

For current Kaplan-Newman, Schwartz & Schwartz clients, we’ve assembled the most requested information on this page.

Need more help? Give us a call at 212.327.2103 or email admin@knsscpa.com we’re happy to help!


 

Directions to Our Office
We are conveniently located in midtown Manhattan at:

315 Madison Avenue, 3RD Floor
New York, NY 10017

Directions – Google Map

Book An Appointment

For tax season (January – April), we use an online scheduling tool or you may contact our office at 212.327.2103  or email admin@knsscpa.com.

For non-tax season (May-December), please contact our office at 212.327.2103 or by email admin@knsscpa.com.

 

Helpful PDF: What to Bring to Your Tax Prep Meeting

Client Portal Login

 

 

In January 2023, we converted clients to a new portal system called Tax Caddy!


 

TO ACCESS YOUR TAXCADDY PORTAL:

You must first accept the personalized Registration link we email you.  If you need us to resend it, please let us know.

Sign in online at  https://consumer.taxcaddy.com/#/login 

or

Download the TaxCaddy app for your phone or tablet:

      

For help with common tasks (such as uploading documents or esigning your return), please see their demo at https://taxcaddy.com/demo/

 

Questions?

Contact us today at 212.327.2103

We’re here to help!